Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Buy
3,231
+8
+0.2% +$412 0.01% 303
2025
Q1
$173K Buy
3,223
+175
+6% +$9.37K 0.01% 307
2024
Q4
$146K Buy
3,048
+6
+0.2% +$287 0.01% 301
2024
Q3
$135K Buy
3,042
+50
+2% +$2.22K 0.01% 297
2024
Q2
$127K Buy
2,992
+282
+10% +$12K 0.01% 291
2024
Q1
$113K Hold
2,710
0.01% 289
2023
Q4
$99.5K Hold
2,710
0.01% 282
2023
Q3
$96.4K Buy
2,710
+310
+13% +$11K 0.01% 216
2023
Q2
$81.5K Hold
2,400
0.01% 236
2023
Q1
$82.7K Hold
2,400
0.01% 226
2022
Q4
$78.8K Hold
2,400
0.01% 216
2022
Q3
$72K Hold
2,400
0.01% 195
2022
Q2
$70K Hold
2,400
0.01% 192
2022
Q1
$80K Hold
2,400
0.01% 186
2021
Q4
$71K Hold
2,400
0.01% 200
2021
Q3
$68K Hold
2,400
0.01% 203
2021
Q2
$71K Buy
+2,400
New +$71K 0.01% 204
2019
Q2
Sell
-109
Closed -$4K 726
2019
Q1
$4K Hold
109
﹤0.01% 473
2018
Q4
$3K Hold
109
﹤0.01% 501
2018
Q3
$4K Hold
109
﹤0.01% 475
2018
Q2
$4K Hold
109
﹤0.01% 449
2018
Q1
$4K Hold
109
﹤0.01% 420
2017
Q4
$4K Buy
+109
New +$4K ﹤0.01% 349